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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $349,659 | $117,829+196.8% | $102,423+241.4% | $145,877+139.7% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 8.74% | 31.83%-23.1pp | 29.42%-20.7pp | 551.28%-542.5pp |
| Employer contribution / active EE | $12,876 | $3,615+256.2% | $3,023+325.9% | $4,663+176.1% |
| Participant deferral / active EE | $3,552 | $5,732-38.0% | $5,054-29.7% | $6,691-46.9% |
| Admin fee / account holder | $1,789 | $13,335-86.6% | $9,455-81.1% | $13,402-86.7% |